Interact to see
Advertisement
Advertisement
FTHFX vs LMBMX
FTHFX vs LMBMX Comparison
Open Charts FTHFX vs LMBMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.08
Change+$1.13 (+2.36%)
VolumeN/A
Net Assets10.7B
Franklin U.S. Small Cap Equity IS
Price$15.20
Change+$0.40 (+2.70%)
VolumeN/A
Net Assets117.61M
FTHFX vs LMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. LMBMX commentary
Nov 22, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FTHFX is a Hold and LMBMX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.7B vs. LMBMX (118M). FTHFX pays higher dividends than LMBMX: FTHFX (0.70) vs LMBMX (0.63). FTHFX was incepted earlier than LMBMX: FTHFX (14 years) vs LMBMX (14 years). LMBMX (0.96) is less costly to investors than FTHFX (0.63). LMBMX is a more actively managed with annual turnover of: 53.00 vs. FTHFX (41.00). FTHFX (1000000) and LMBMX (1000000) have matching initial minimum investment requirements. LMBMX annual gain was more profitable for investors over the last year : 1.18 vs. FTHFX (-8.14). FTHFX return over 5 years is better than : 76.88 vs. LMBMX (23.55).
| FTHFX | LMBMX | FTHFX / LMBMX | |
| Total Expense Ratio | 0.63 | 0.75 | 84% |
| Annual Report Gross Expense Ratio | 0.63 | 0.96 | 66% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 5.570 | 11.362 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 118M | 9,068% |
| Annual Yield % from dividends | 0.70 | 0.63 | 111% |
| Returns for 1 year | -8.14 | 1.18 | -688% |
| Returns for 3 years | 33.27 | 27.37 | 122% |
| Returns for 5 years | 76.88 | 23.55 | 326% |
| Returns for 10 years | 153.71 | 17.32 | 888% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| STXD | 36.04 | 0.36 | +1.02% |
| Strive 1000 Dividend Growth ETF | |||
| BSEP | 47.85 | 0.32 | +0.68% |
| Innovator US Equity Buffer ETF-Sep | |||
| QBIG | 37.58 | 0.10 | +0.27% |
| Invesco Top QQQ ETF | |||
| VTEI | 100.85 | 0.03 | +0.03% |
| Vanguard Intermediate-Term Tx-Exm Bd ETF | |||
| ZMAY | 25.13 | N/A | N/A |
| Innovator Equity Dfnd Prt ETF -1 Yr May | |||